
Over deze podcast
Semiconductors are the heart of the modern economy. These small devices that manipulate the flow of electricity run everything from our PCs and smartphones to our cars to manufacturing. The semiconductor industry is at an inflection point of renewed growth, powering new movements like generative AI and electric vehicles. The Chip Stock Investor Podcast explores how semiconductors work, and especially the business of chips. Follow Nicholas and Kasey to learn how chip technology has become the…
485 afleveringen · business
Chip Stock Investor Podcast
Over deze podcast
Semiconductors are the heart of the modern economy. These small devices that manipulate the flow of electricity run everything from our PCs and smartphones to our cars to manufacturing. The semiconductor industry is at an inflection point of renewed growth, powering new movements like generative AI and electric vehicles. The Chip Stock Investor Podcast explores how semiconductors work, and especially the business of chips. Follow Nicholas and Kasey to learn how chip technology has become the…
Recente afleveringen
- Pure Storage Is Now Everpure — and Free Cash Flow Just Went Negative (P Stock)eergisteren · 20 min
- Procept Is Down 80% and the Tech Works — So Why Won't We Buy PRCT?eergisteren · 28 min
- Why Oscar Health's 'Great Quarter' Isn't What It Looks Likeeergisteren · 11 min
- Palo Alto Is Up 1,400% in a Decade — What Comes Next? (PANW FY2026)2 sep · 14 min
- Nokia Surged on Nvidia's Investment — Then Gave It Back. Buy the Dip? (NOK Q2 2026)1 sep · 16 min
- AppLovin Fell 38% — Broken Thesis or Buying Opportunity? (APP Stock Deep Dive)27 aug · 26 min
- ENVX Stock: CEO Quits Days After Q2 Earnings Miss25 aug · 13 min
- Why We're NOT Buying Fastly (Even at 22% Growth)25 aug · 12 min
- What Is Cloudflare's Biggest Risk? Hyperscaler Vertical Integration -- CSI Supply / Value Chain Demo20 aug · 15 min
- The CDN Stocks Compared: Cloudflare vs. Akamai vs. Fastly | New Dashboard Preview18 aug · 9 min